How an estate plan puts you in control Date: Wednesday, October 23, 2024 Time: 8:00 AM - 9:00 AM PDT Join this event online Presented By: Chris Santi, CLU®, ChFC®, CLTC®, APMA®, Financial Advisor - WGG Wealth Partners Hosted By: WGG Wealth Partners, A private Wealth Advisory Practice of Ameriprise Financial Services, LLC Learn about estate planning strategies that can help you leave a meaningful legacy for the people, organizations and causes you love. We’ll discuss the basic components and benefits of an estate plan, who should be involved in the process and how your advisor can help you get started. For more information: email us at wggwealthpartners@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
How an estate plan puts you in control Date: Wednesday, October 23, 2024 Time: 1:00 PM - 2:00 PM PDT Join this event online Presented By: Chris Santi, CLU®, ChFC®, CLTC®, APMA®, Financial Advisor - WGG Wealth Partners Hosted By: WGG Wealth Partners, A private Wealth Advisory Practice of Ameriprise Financial Services, LLC Learn about estate planning strategies that can help you leave a meaningful legacy for the people, organizations and causes you love. We’ll discuss the basic components and benefits of an estate plan, who should be involved in the process and how your advisor can help you get started. For more information: email us at wggwealthpartners@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
Live Market Update Conference Call Q&A Discussion Series Date: Monday, November 11, 2024 Time: 8:00 AM - 9:00 AM PST Location: 3741 Douglas Blvd, suite 290, Roseville, CA 95661 Presented By: Bret Glover CFP®, CRPC®, AIF®, Financial Advisor - WGG Wealth Partners Hosted By: WGG Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC. Chris Shuba, Founder of Helios Quantitative Research will be available for Q&A. At WGG Wealth Partners, our goal is to provide you with the guidance, resources, and service that allow you to make the right decisions for your financial future. We invite you to join us every second Monday of the month at 8:00 a.m., for a live market update conference call Q&A discussion series. Please, email us at wggweatlhpartners@ampf.com for a copy of the Forefield "Market Week Summary", which is the basis of the call and Q&A. If you would like to send your questions in advance of the call, email them to wggwealthpartners@ampf.com. Dial-in: (844)799-2451 - Toll-Free (720)362-6538 - Toll Passcode:552 16 491# For more information: email us at wggwealthpartners@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational event. There is no cost or obligation. Helios Quantitative Research and its representatives are not affiliated with Ameriprise Financial. Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investments risks including possible loss of principal and fluctuation in value.
Live Market Update Conference Call Q&A Discussion Series Date: Monday, December 9, 2024 Time: 10:00 AM - 11:00 AM PST Location: 3741 Douglas Blvd, suite 290, Roseville, CA 95661 Presented By: Bret Glover CFP®, CRPC®, AIF®, Financial Advisor - WGG Wealth Partners Hosted By: WGG Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC. Chris Shuba, Founder of Helios Quantitative Research will be available for Q&A. At WGG Wealth Partners, our goal is to provide you with the guidance, resources, and service that allow you to make the right decisions for your financial future. We invite you to join us every second Monday of the month at 8:00 a.m., for a live market update conference call Q&A discussion series. Please, email us at wggweatlhpartners@ampf.com for a copy of the Forefield "Market Week Summary", which is the basis of the call and Q&A. If you would like to send your questions in advance of the call, email them to wggwealthpartners@ampf.com. Dial-in: (844)799-2451 - Toll-Free (720)362-6538 - Toll Passcode:552 16 491# For more information: email us at wggwealthpartners@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational event. There is no cost or obligation. Helios Quantitative Research and its representatives are not affiliated with Ameriprise Financial. Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investments risks including possible loss of principal and fluctuation in value.
Live Market Update Conference Call Q&A Discussion Series Date: Monday, October 14, 2024 Time: 8:00 AM - 9:00 AM PDT Location: 3741 Douglas Blvd, suite 290, Roseville, CA 95661 Presented By: Bret Glover CFP®, CRPC®, AIF®, Financial Advisor - WGG Wealth Partners Hosted By: WGG Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC. Chris Shuba, Founder of Helios Quantitative Research will be available for Q&A. At WGG Wealth Partners, our goal is to provide you with the guidance, resources, and service that allow you to make the right decisions for your financial future. We invite you to join us every second Monday of the month at 8:00 a.m., for a live market update conference call Q&A discussion series. Please, email us at wggweatlhpartners@ampf.com for a copy of the Forefield "Market Week Summary", which is the basis of the call and Q&A. If you would like to send your questions in advance of the call, email them to wggwealthpartners@ampf.com. Dial-in: (844)799-2451 - Toll-Free (720)362-6538 - Toll Passcode:552 16 491# Thisis an informational event. There is no cost or obligation. Helios Quantitative Research and its representatives are not affiliated with Ameriprise Financial. Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investments risks including possible loss of principal and fluctuation in value.
Webinar Presentation: Woman Wealth and Wellbeing Date: Wednesday, June 26, 2024 Time: 12:00 PM - 1:00 PM PDT You must RSVP to receive access credentials for this event or seminar Presented By: Jennifer Taboada, Director/Senior Financial Wellness Consultant - BlackRock Business Consulting Hosted By: Angela Parker, Financial Advisor, MFS, CFP®, APMA™, CSRIC ® WGG Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC Please join us for an insightful webinar from a woman’s perspective, looking at relationships with money, financial goals, and ways to be empowered to achieve wealth and well-being. This is an informational seminar. There is no cost or obligation. BlackRock is not affiliated with Ameriprise Financial, Inc. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.